Marquette Asset Management’s American Express AXP Stock Holding History

Marquette Asset Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43K	Buy	127 +103	+429%	+$33K	0.01%	177
2026 Q1	$7.26K	Sell	24 -93	-79%	-$31.2K	﹤0.01%	298
2025 Q4	$43.3K	Buy	117 +59	+102%	+$21.1K	0.01%	111
2025 Q3	$19.3K	Buy	+58	New	+$18.4K	﹤0.01%	149
2022 Q4	–	Sell	-326	Closed	-$44K	–	227
2022 Q3	$44K	Hold	326	–	–	0.01%	143
2022 Q2	$45K	Hold	326	–	–	0.01%	167
2022 Q1	$61K	Hold	326	–	–	0.01%	179
2021 Q4	$53K	Hold	326	–	–	0.01%	184
2021 Q3	$55K	Hold	326	–	–	0.01%	172
2021 Q2	$54K	Hold	326	–	–	0.01%	165
2021 Q1	$46K	Hold	326	–	–	0.01%	162
2020 Q4	$39K	Hold	326	–	–	0.01%	170
2020 Q3	$33K	Hold	326	–	–	0.01%	157
2020 Q2	$31K	Hold	326	–	–	0.01%	175
2020 Q1	$28K	Hold	326	–	–	0.01%	177
2019 Q4	$41K	Hold	326	–	–	0.01%	148
2019 Q3	$39K	Hold	326	–	–	0.01%	164
2019 Q2	$40K	Sell	326 -63	-16%	-$7.4K	0.01%	161
2019 Q1	$43K	Buy	+389	New	+$40.9K	0.01%	161
2017 Q1	–	Sell	-2,704	Closed	-$200K	–	89
2016 Q4	$200K	Sell	2,704 -732	-21%	-$50.7K	0.09%	72
2016 Q3	$220K	Hold	3,436	–	–	0.1%	72
2016 Q2	$209K	Buy	+3,436	New	+$218K	0.09%	77
2016 Q1	–	Sell	-2,931	Closed	-$204K	–	83
2015 Q4	$204K	Hold	2,931	–	–	0.08%	84
2015 Q3	$217K	Hold	2,931	–	–	0.1%	78
2015 Q2	$228K	Hold	2,931	–	–	0.09%	80
2015 Q1	$229K	Sell	2,931 -87	-3%	-$7.23K	0.09%	78
2014 Q4	$281K	Hold	3,018	–	–	0.11%	70
2014 Q3	$264K	Hold	3,018	–	–	0.11%	68
2014 Q2	$286K	Hold	3,018	–	–	0.12%	66
2014 Q1	$272K	Sell	3,018 -125	-4%	-$11.2K	0.11%	66
2013 Q4	$285K	Sell	3,143 -132	-4%	-$10.8K	0.12%	63
2013 Q3	$247K	Hold	3,275	–	–	0.11%	66
2013 Q2	$245K	Buy	+3,275	New	+$233K	0.12%	65

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Marquette Asset Management's AXP Position: Q2 2026 in Review

Marquette Asset Management increased its American Express (AXP) stake by 429% in Q2 2026, buying an estimated $33K and bringing the position to 127 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #177.

Marquette Asset Management first reported a position in AXP in Q2 2013 and has held it in 33 quarters since. The position peaked at $286K in Q2 2014. 710 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Marquette Asset Management held 127 shares of American Express worth $43K as of Q2 2026.
Marquette Asset Management bought 103 American Express shares in Q2 2026, an estimated $33K.
American Express made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #177 holding.
Marquette Asset Management first reported a position in American Express in Q2 2013 and has held it in 33 quarters since.
Marquette Asset Management's American Express position peaked at $286K in Q2 2014.
710 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.